Migrate from Global Shop Solutions ERP to Epicor Prophet 21

Global Shop Solutions GL accounts map to Epicor Kinetic GL Account records with account numbers and descriptions preserved. The division and department distribution flags used in Global Shop require remapping to Epicor's company and cost center hierarchy. We extract the full chart of accounts including account types, posting rules, and department distributions during the first migration phase so that all downstream records reference valid account numbers.

Global Shop Solutions Customers map to Epicor Kinetic Customer records with name, address, contact details, payment terms, and credit limits preserved. Open AR balances and aging bucket data migrate as part of the AR migration phase. Ship-to addresses migrate as Customer ShipTo records tied to the parent Customer.

Global Shop Solutions Vendors map to Epicor Kinetic Supplier records with address, contact, payment terms, 1099 settings, and 3-way AP match configuration preserved. Open AP balances migrate as part of the AP migration phase. Vendor-managed 3-way match settings transfer to Epicor's AP configuration per supplier.

Global Shop Solutions Inventory Items map to Epicor Kinetic Part records with part numbers, descriptions, UOMs, on-hand quantities, cost layers, ABC classifications, and bin locations preserved. FIFO/LIFO/average cost method and lead times carry forward. Stock levels are captured at migration timestamp to set the Epicor PartWhse on-hand quantity accurately.

Global Shop Solutions BOMs with multi-level structures, component items, quantities per assembly, operations routing, work center assignments, and engineering revision control map to Epicor Kinetic Job records and Part BOM records. We carry forward pending ECOs as flagged records requiring re-approval in Epicor's MES. Revision control history migrates as Epicor PartRev records with effective date andECO linkage preserved.

Open and historical sales orders migrate to Epicor Kinetic SalesOrder records with customer, line items, pricing, due dates, and fulfillment status preserved. Back-order quantities carry forward as open demand in Epicor's Demand Management. Related documents attached to the order migrate as EDMS files linked to the SalesOrder.

Open purchase orders migrate to Epicor Kinetic POHeader and POLine records with supplier assignments, line items, expected receipt dates, and landed cost allocations preserved. 3-way match status transfers to Epicor's PO receiving configuration. Historical POs migrate as closed records for reporting purposes. POLine.unitCost and landed cost components are mapped to Epicor's PO Logical Ref fields for traceability.

Global Shop Solutions Work Orders map to Epicor Kinetic JobHead (job header), JobOper (operations), and JobMtl (materials) as separate records. BOM reference, production schedule with start and end dates, work center assignments, actual labor postings, and operation completion percentages transfer to the correct Epicor table. Engineering revision linkage migrates as JobHead.JobEngineered = true with PartRev reference. Completed operations history and pending material allocations are preserved as separate JobOper and JobMtl records with their respective status flags.

Open AR invoices, credit memos, and cash receipts migrate to Epicor Kinetic ARLedger records with customer payment terms and aging bucket data. Historical AR invoices carry forward for collection reporting and audit purposes. Payment terms and discount eligibility transfer to Epicor's Customer AR configuration.

Open AP vouchers, invoice images, and 3-way match status migrate to Epicor Kinetic APInvoice records. Vendor payment terms, discount eligibility, and accrued payables map to Epicor's Supplier AP configuration. 3-way match receiving status (approved, pending, exception) transfers to Epicor's POReceipt and APPreText logic for reconciliation.

Global Shop Solutions Employee records migrate to Epicor Kinetic Employee with demographics, department assignments, pay rates, exempt/non-exempt status, and PTO balances. Year-to-date earnings and payroll history transfer for tax and benefit reporting. Department assignments map to Epicor's OrgLevel or EmpBasic configuration depending on the Epicor edition.

Inspection results, SPC data points, non-conformance records, and corrective action logs tied to work orders and inventory lots migrate to Epicor Kinetic NonConf records and RMA records. The full quality history required for ISO/AS9100 compliance is preserved and linked to the JobHead and PartLot records that carry the inspection data.

Global Shop Solutions user-defined GAB fields attached to any object are extracted with their data types and values. We map them to Epicor Kinetic UD fields or standard fields based on field type compatibility. Custom property naming conventions are translated to Epicor UD field naming. Any custom properties that cannot be mapped directly are flagged in the deliverable with notes on manual reimplementation in Epicor Kinetic's UD Configuration screen.

Documents attached to transactions, work orders, or the item master in Global Shop Solutions are exported and mapped to Epicor Kinetic's EDMS with DocType classification and references to the parent record. CODESOFT label templates and Crystal Report layouts do not migrate directly; we document the existing label and report configurations for the customer's Epicor consultant to recreate in Epicor Kinetic's report designer.

GAB-defined dashboards, custom screens, conditional formatting, and screen layouts do not export directly from Global Shop Solutions. We map the underlying data for all GAB-dependent records and deliver a written screen-by-screen inventory identifying which data each GAB screen references. The customer's Epicor consultant rebuilds the presentation layer in Epicor Kinetic's BAQ and Dashboard Designer. We do not rebuild GAB screens as part of the migration scope.